Junior Client Service Assistant

CIGP - Compagnie d'Investissements et de Gestion Privée; Hong Kong; Sur place; HKD 180 000 - 260 000; Plein temps

Résumé du poste

CIGP - Compagnie d'Investissements et de Gestion Privée in Hong Kong seeks a Junior Client Service Assistant to support the Wealth Management Team in delivering high-quality services to high-net-worth clients. The role emphasizes onboarding, portfolio monitoring, and meticulous record-keeping.

You will collaborate with multiple internal teams, maintain compliant processes, and contribute to continuous service improvements while maintaining accuracy and efficiency in a fast-paced environment.

Qualifications

• 1-2 years of experience as a Client Service Assistant, Administrative Assistant, Client Administration Officer, or a similar role within a bank, private bank, wealth management firm, or financial institution.
• Strong administrative and organisational skills with the ability to manage multiple tasks, maintain accurate records, and prioritise effectively in a fast-paced environment.
• Excellent communication and interpersonal skills, with the ability to coordinate effectively with internal stakeholders and clients.
• Fluency in English and Chinese is required; additional languages are advantageous.

Responsabilités

• Provide comprehensive administrative support to the Wealth Management Team throughout the entire client lifecycle, including onboarding, portfolio monitoring and reporting, and client file administration.
• Maintain accurate and well-organised client records, ensuring all documentation is properly updated and accessible.
• Support day-to-day client service activities by coordinating internal requests, preparing documentation, monitoring workflows, and ensuring timely follow-up of action items.
• Ensure the consistent delivery of top-tier service and strong client relationships by collaborating with Wealth Management, Portfolio Management, Research, Compliance, Trading & Operations, and Finance teams.
• Ensure compliance with Group policies and regulatory requirements and contribute to process improvements.

Connaissances

Administrative skills

Organisational skills

Attention to detail

Communication skills

Time management

MS Office

Bilingual English/Chinese

Outils

Microsoft Office

Description du poste

Originating in 1964, CIGP has been providing independent and expert financial advice to business owners, high net worth individuals and family offices globally.

With an entrepreneurial spirit that has driven continuous business growth, CIGP is looking for a Junior Client Service Assistant to support the Wealth Management Team in delivering high-quality services to high-net-worth clients.

To learn more about CIGP, please visit www.cigp.com.

Roles and Responsibilities

You will take up the important role of Client Service Assistant and will be responsible for duties including:

• Provide comprehensive administrative support to the Wealth Management Team throughout the entire client lifecycle, including onboarding, portfolio monitoring and reporting, and client file administration.
• Maintain accurate and well-organised client records, ensuring all documentation is properly updated, filed, and readily accessible in accordance with internal policies and regulatory requirements.
• Support day-to-day client service activities by coordinating internal requests, preparing documentation, monitoring workflows, and ensuring timely follow-up of action items.
• Ensure the consistent delivery of top-tier service, fostering smooth operations and strong, lasting client relationships.
• Collaborate actively with internal stakeholders, including members of the Wealth Management, Portfolio Management and Research, Compliance, Trading & Operations, and Accounting & Finance teams, to identify and address client needs efficiently and effectively.
• Ensure compliance with Group policies, procedures, guidelines, and regulatory requirements, maintaining the highest standards of integrity and adherence to regulatory expectations.
• Contribute to the continuous improvement of administrative processes and controls to enhance efficiency and service quality.
• Perform ad hoc duties and assist with additional tasks or projects as required.

Skills and Requirements

• 1-2 years of experience as a Client Service Assistant, Administrative Assistant, Client Administration Officer, or a similar role within a bank, private bank, wealth management firm, or financial institution.
• Strong administrative and organisational skills with the ability to manage multiple tasks, maintain accurate records, and prioritise effectively in a fast-paced environment.
• Highly detail-oriented, meticulous, and process-driven, with a strong commitment to accuracy and quality.
• Excellent communication and interpersonal skills, with the ability to coordinate effectively with internal stakeholders and clients.
• Good technical skills and proficiency in Microsoft Office applications.
• An international background (having worked and/or studied abroad) would be advantageous.
• Fluency in English and Chinese is required. Proficiency in additional languages will be favourably considered.
• Knowledge of investments, banking products, and operational procedures would be an advantage.
• Hong Kong Securities and Investment Institute (HKSI) Licensing Examinations (Papers 1, 7, and 8) would be an advantage.

We are an equal opportunity employer and welcome applications from all qualified candidates. Every application will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only.

Applicants who are not invited for an interview within 10 weeks may consider their applications unsuccessful. Personal data of unsuccessful applicants will be destroyed within 24 months. Under the Personal Data (Privacy) Ordinance, you may request access to and/or correction of your personal data in relation to your application. If you wish to do so, kindly contact us by email.